See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,110 | $107,015-52.2% | $73,545-30.5% | $147,584-65.4% |
| Participation rate | 41.7% | 66.4%-24.7pp | 54.9%-13.3pp | 82.8%-41.2pp |
| Annual return | 12.72% | 38.25%-25.5pp | -15.16%+27.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $769 | $1,760-56.3% | $1,219-36.9% | $4,876-84.2% |
| Participant deferral / active EE | $1,454 | $2,462-40.9% | $1,806-19.5% | $5,439-73.3% |
| Admin fee / account holder | $507 | $3,055-83.4% | $2,320-78.1% | $10,885-95.3% |